Pinnacle Healthcare, LLC 401(K) Plan — Form 5500 plan (Pinnacle Healthcare, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pinnacle Healthcare, LLC 401(K) Plan is a benefit plan reported by Pinnacle Healthcare, LLC under EIN 20-2459247 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $3,531,345 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pinnacle Healthcare, LLC
EIN
20-2459247
Plan number
001
Plan type
2
Location
Crown Point, IN
Latest filing year
2023
Participants
194
End-of-year plan assets
$3,531,345

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20241015124840NAL0028473073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,531,345
Total liabilities (EOY)
$0
Net assets (EOY)
$3,531,345
Net assets (BOY)
$2,510,350

Income & contributions

Employer contributions
$171,144
Participant contributions
$439,544
Total contributions
$928,878
Total income / additions
$1,410,490

Expenses & distributions

Benefits paid
$368,162
Administrative expenses
$21,333
Total expenses
$389,495
Net increase / (decrease)
$1,020,995

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Midwest BankNONE$21,333not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages